Nick Morgan's Contact Details

Nick Morgan's Company Details

Black Oak Asset Management

Cartersville, GA, US • 5 - 9 Employees
Financial Services

Our mission is to deliver peace of mind to our clients through sound counsel so that they may focus on the meaningful areas of their life and their community.Securities and Advisory Services offered through Silver Oak Securities, Inc. Member FINRA & SIPCOUR SERVICESTo develop a financial strategy for your future, it's important for your financial professional to see a complete, 360-degree view of your financial picture, including how your retirement assets are integrated and work with one another. Our financial strategies and asset management services use insurance products, such as annuities, to help you meet financial goals. We can work in concert with tax professionals or attorneys in your or our network to advise you on specific aspects of your financial strategy. At Black Oak Asset Management, we offer you the following services:Retirement Income StrategiesWealth AccumulationAsset ProtectionAnnuitiesLife InsuranceTax Minimization Strategies Long-Term CareIRA & 401(k) RolloversIn addition, we can refer you to professionals who provide the following services:TrustsProbate Charitable GivingEstate PlanningTax Planning IRA Legacy PlannningYour investment advisor is not permitted to offer, and no statement contained herein shall constitute tax or legal advice. You should consult a tax or legal professional on any such matters.